Plans & Drawings — Polier Help

In this guide

Upload your plans
Navigate a sheet
Create a pin from a plan
Markup and annotation
Compare two revisions
Manage your sheet library

1. Upload your plans

Go to Plans in the sidebar. Click Upload Plans and select one or more PDF files. Each page of a multi-page PDF becomes a separate sheet. Processing happens in the background — a sheet appears in the list on the left as soon as it's ready.

Accepted format: PDF only. Any CAD tool (AutoCAD, Revit, ArchiCAD) and any print driver can export PDF. There is no file size limit, but files over 500 MB take longer to process.

Tip: Name your files clearly before uploading (e.g. A01-ground-floor-plan-rev3.pdf). Polier uses the filename as the sheet name. You can rename sheets after upload, but starting organised saves time.

2. Navigate a sheet

Click any sheet in the list to open it. Use the scroll wheel (or pinch on mobile) to zoom. Click and drag to pan. Double-tap a point to zoom directly to that location.

The toolbar at the top right contains the following tools:

Zoom in / Zoom out — step-by-step zoom buttons
Fit to screen — resets the view to show the full sheet
Measure — switch to measurement mode
Pin — switch to pin creation mode
Compare — switch to revision comparison mode

Tip: On mobile, use two fingers to zoom. Pan with one finger after zooming in.

3. Create a pin from a plan

Open a sheet. Click the Pin tool in the toolbar (pin icon). Your cursor changes to a crosshair. Click the exact location on the drawing where the issue is.

A panel opens on the right. Fill in the following:

Title — short description of the problem
Type — Defect, Snag, RFI, or General Issue
Priority — Critical, High, Medium, or Low
Assignee — who should fix it
Due date — when it needs resolving
Photos — attach photos from your device

Click Save. The pin appears on the plan, and the issue appears in the Issues list.

Tip: You can also create issues from the Issues tab without a plan pin. The pin is optional but makes it much easier to find the location later.

4. Markup and annotation

Switch to Measure mode in the toolbar. Draw a line across any distance on the plan — Polier calculates the real-world measurement based on the sheet scale.

Annotations (text labels, arrows) can be added in annotation mode. All annotations are saved to the sheet and visible to all project members with access to Plans.

5. Compare two revisions

Select a sheet. Click the Compare tool in the toolbar. A drawer opens on the right listing all revisions of this sheet. Select two revisions to compare.

Polier overlays both sheets using a colour-coded diff:

Red — elements present in the older revision, removed in the newer
Green — elements added in the newer revision
Grey — unchanged elements

Use the opacity slider to fade between the two versions for a clearer view.

Tip: Use revision compare when a subcontractor claims "the drawing changed" — you can see exactly what changed and when, with a timestamped record of both revisions.

6. Manage your sheet library

In the Plans sidebar, sheets are listed in upload order by default. Drag to re-order. Right-click a sheet for options: Rename, Move to group, Replace revision, Archive.

To upload a new revision of an existing sheet: right-click the sheet and select Replace revision. Upload the new PDF page. Both revisions are retained — the previous version remains accessible via the Compare tool.